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Investec - FTSE 100 Defensive Income Plan

Potential for Up to 7.35% pa
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"High income even if the FTSE falls..."

ONE plan, TWO options. This popular income plan from Investec offers:

  • Up to 7.35% income: unless the FTSE falls 20% or more
  • Up to 6.00% income: unless the FTSE falls 40% or more
  • Tax free income: if held in an ISA, ISA transfers accepted
  • Non ISA also available: invest from £3,000 to £1m
  • Conditional capital protection: your initial capital returned in full unless the FTSE falls by more than 40%.  

The Plan is available for 2018/19 Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

  • Maximum direct investment - £1,000,000
  • Investment deadline for ISA transfer applications: 29 June 2018
  • Investment deadline for direct and 2018/19 ISA applications: 20 July 2018

*Capital At Risk Investment. Full plan details are provided in brochure pack.

If you’re looking for high income, then the ability to receive 7.35% per year even if the FTSE falls almost 20%, could be appealing.

Oliver Roylance-Smith
Head of Savings & Investments

Request a brochure by email & post

If you're interested in the Investec - FTSE 100 Defensive Income Plan plan, then submit your details below and we can send you a free brochure via email and post.

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An ISA is an individual savings account that offers the chance for individuals to earn up to £20,000 tax-free interest.Not only can those who subscribe to an ISA benefit from tax-free interest from savings, but also enjoy the freedom to invest from their ISA and avoid paying tax on their returns.

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